Family Asset Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $870K | Hold |
6,379
| – | – | 0.52% | 47 |
|
|
2024
Q2 | $873K | Buy |
6,379
+75
| +1% | +$10.3K | 0.56% | 41 |
|
|
2024
Q1 | $937K | Hold |
6,304
| – | – | 0.58% | 43 |
|
|
2023
Q4 | $991K | Sell |
6,304
-308
| -5% | -$48.4K | 0.66% | 39 |
|
|
2023
Q3 | $1.03M | Hold |
6,612
| – | – | 0.76% | 35 |
|
|
2023
Q2 | $1.19M | Hold |
6,612
| – | – | 0.8% | 28 |
|
|
2023
Q1 | $1.28M | Buy |
+6,612
| New | +$1.28M | 0.94% | 29 |
|